Our Fees

 

Join as a Member Today!

Just chose from one of our comprehensive packages detailed below.

IFAC offer an Online Compliance System called BAT. This is available with our BAT System for just £25 per user per month +VAT

IFAC also offer Compliance Support along side our Online Compliance System (BAT). Our Compliance Support is available in two packages: Silver and Gold.

The cost for these packages can be calculated below:


Type of Firm

Number Of Advisors

Level

 

  BAT System Silver Gold
  BAT BAT
+ Compliance Support
BAT
+ Compliance Support
+ Filechecks
+ Onsite Audits
+ FCA Returns
  Client Management System
Client Management System
  New Business Log
New Business Log
  Online Exams and CPD
Online Exams and CPD
  Custom Online Fact Finds
Custom Online Fact Finds
  Turnover Log
Turnover Log
  Letter Builder
Letter Builder
  Task Management System
Task Management System
  Document Libary
Document Libary
  HR templates and advice
HR templates and advice
  Suitablity Report Writer Software
Suitablity Report Writer Software
  Panel and research from providers such as Defaqto, Allenbridge and RSM
Panel and research from providers such as Defaqto, Allenbridge and RSM  
  Complaint handling – including opinion and basic report writing, up to FOS referral
Complaint handling – including opinion and basic report writing, up to FOS referral  
  Finance Director support – eg ICAAP, ILA, Pillar 3 statements and Risk statements in annual reports
Finance Director support – eg ICAAP, ILA, Pillar 3 statements and Risk statements in annual reports  
  Telephone support service
Telephone support service  
  Filechecks
Filechecks    
  Onsite-Audits
Onsite-Audits    
  FCA Returns Gabriel, Connect AND Chrysallis all sorted and completed on your behalf
FCA Returns Gabriel, Connect AND Chrysallis all sorted and completed on your behalf    
  T&C per employee including 121’s, role plays /accompanied visits / training

T&C per employee including 121’s, role plays /accompanied visits / training

   
  FCA Returns Gabriel, Connect AND Chrysallis all sorted and completed on your behalf
Full FCA authorisation achieved for firm including permission changes    

 

Additional Services

  • Paraplanning services included in Paraplanning here
  • Complaints defending via an independent report
  • One off post sale full file checks services included in File Checking
  • One off pre-authorisation file checks
  • Extra days on-site audit, ie due to FCA etc
  • Hourly rate fees manager, £40 per hour for clerical work, and £100 per hour for qualified staff work
  • GDPR Suite
  • Staff Intranet